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Author Topic: make existing reports as report templates  (Read 677 times)

trimtri

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make existing reports as report templates
August 10, 2011, 07:44:56 am
In CiviCRM, is it possible to make existing reports (reports that have already been created from a report template) to be a new report template?

Donald Lobo

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Re: make existing reports as report templates
August 10, 2011, 08:55:53 am

currently, no :(

not sure what your use case is for this. would be good if u can elaborate on why etc

thanx

lobo
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trimtri

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Re: make existing reports as report templates
August 10, 2011, 07:18:50 pm
Thank you for your reply, Lobo.

I have made use one set of custom data to know where are they are in the process of religious life based on the time they enter: from aspirant, postulant, novice, first proffessed, temporally proffessed, solemn proffessed, decone, priest, to death, and many other information. And I use another set of custom data to know where they have been living (the place) and the period of time (base on date enter and date leave) they live in that place.

I use the Constituent Report (Summary) with criteria from many custom data fields to make reports to know the lists of ones in some places (about 25 places, meaning about 25 reports) and to know the lists of ones in above process of religious life (9 reports). So if CiviCRM can make existing reports as report templates, I don't need to repeat choosing or not choosing criteria everytime making the reports.

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  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
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  • make existing reports as report templates

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